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ETrade Capital Management’s Federated Hermes FHI Stock Holding History

ETrade Capital Management’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,791
Closed -$350K – 807
2019
Q3 		$350K Buy
10,791
+57
+0.5% +$1.87K 0.01% 634
2019
Q2 		$349K Sell
10,734
-9,106
-46% -$288K 0.01% 646
2019
Q1 		$582K Buy
+19,840
New +$551K 0.02% 477

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ETrade Capital Management's FHI Position: Q4 2019 in Review

ETrade Capital Management sold out of Federated Hermes (FHI) in Q4 2019, closing a stake of 10,791 shares — an estimated $350K sold.

ETrade Capital Management first reported a position in FHI in Q1 2019 and held it in 3 quarters. The position peaked at $582K in Q1 2019. 310 funds tracked by Wall St. Rank hold FHI as of Q4 2019.

  • ETrade Capital Management reported no remaining Federated Hermes position as of Q4 2019 after selling out during the quarter.
  • ETrade Capital Management sold 10,791 Federated Hermes shares in Q4 2019, an estimated $350K.
  • ETrade Capital Management first reported a position in Federated Hermes in Q1 2019 and held it in 3 quarters.
  • ETrade Capital Management's Federated Hermes position peaked at $582K in Q1 2019.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2019.

Based on ETrade Capital Management's 13F filing for Q4 2019, filed 7 Feb 2020.